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Portfolio (Quarterly) Guide ↗

VOYA INVESTMENT MANAGEMENT LLC

· CIK 0001068837
13F Portfolio $101.4B AUM 3,807 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 85 New 788 Added 1178 Reduced 116 Exited
Page 27 of 59  ·  1,178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 HE HAWAIIAN ELEC INDUSTRIES Utilities 304,570.0 $3.7M 0.00% -28K -8.4% $12.30 +11.3%
522 TTD THE TRADE DESK INC Technology 98,367.0 $3.7M 0.00% -184K -65.2% $37.96 -44.6%
523 GPN GLOBAL PMTS INC Industrials 47,173.0 $3.7M 0.00% -6K -11.7% $77.40 -6.2%
524 CDW CDW CORP Technology 26,240.0 $3.6M 0.00% -2K -7.2% $136.20 -21.5%
525 CHTR CHARTER COMMUNICATIONS INC N Communication Services 17,094.0 $3.6M 0.00% -3K -15.6% $208.75 -28.7%
526 RNST RENASANT CORP Financial Services 100,970.0 $3.6M 0.00% -17K -14.1% $35.22 +16.8%
527 LNT ALLIANT ENERGY CORP Utilities 54,249.0 $3.5M 0.00% -5K -7.8% $65.01 +12.7%
528 ESS ESSEX PPTY TR INC Real Estate 13,403.0 $3.5M 0.00% -939.0 -6.5% $261.68 +4.6%
529 HOLOGIC INC 46,960.0 $3.5M 0.00% -55K -53.8% $74.49
530 NSA NATIONAL STORAGE AFFILIATES Real Estate 123,262.0 $3.5M 0.00% -28K -18.4% $28.21 +51.6%
531 APARTMENT INVT & MGMT CO 584,121.0 $3.5M 0.00% -49K -7.7% $5.94
532 LII LENNOX INTL INC Industrials 7,069.0 $3.4M 0.00% -511.0 -6.7% $485.58 -1.0%
533 LADR LADDER CAP CORP Real Estate 311,564.0 $3.4M 0.00% -39K -11.2% $10.99 -9.2%
534 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 50,704.0 $3.4M 0.00% -4K -7.0% $67.39 +11.7%
535 ARLO ARLO TECHNOLOGIES INC Industrials 243,822.0 $3.4M 0.00% -29K -10.8% $13.99 -9.0%
536 FERG FERGUSON ENTERPRISES INC Industrials 15,226.0 $3.4M 0.00% -2K -10.6% $222.63 +0.5%
537 J JACOBS SOLUTIONS INC Industrials 25,197.0 $3.3M 0.00% -3K -11.4% $132.46 -13.9%
538 MAA MID-AMER APT CMNTYS INC Real Estate 23,973.0 $3.3M 0.00% -2K -8.3% $138.91 -6.4%
539 CASY CASEYS GEN STORES INC Consumer Cyclical 5,930.0 $3.3M 0.00% -564.0 -8.7% $552.71 +49.2%
540 JBHT HUNT J B TRANS SVCS INC Industrials 16,862.0 $3.3M 0.00% -1K -7.0% $194.34 +33.4%
Page 27 of 59  ·  1,178 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.8%
Financial Services 10.5%
Healthcare 10.4%
Industrials 9.9%
Consumer Cyclical 8.7%
Communication Services 8.5%
Consumer Defensive 2.7%
Utilities 1.9%
Energy 1.7%
Real Estate 1.4%